Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
Our global investment platform is comprised of over 475 investment professionals across four investment functions (Investment Boutiques, Research, Science and Strategy) in six locations (Boston, Hong Kong, London, Radnor, Singapore and Tokyo). The team collectively manages approximately $1 trillion in assets across the capital structure.
In this new role, the Director of Early Career Investor Development will be responsible for providing strategic leadership, coaching/mentoring and managing our early career investment talent programs globally. The goal of these programs is to develop the next generation of investors; development of this talent will be the Director’s top priority. S/he will create the vision, set the strategy, and define its implementation. As such, the ideal candidate will possess deep investment knowledge, ideally having worked as an investor (Analyst or Portfolio Manager) or as a coach/manager of investors previously. S/he will leverage his or her investment background to partner closely with early career talent for the purpose of helping them discover their investor DNA and hone their respective investment processes and philosophies. In addition, the Director will take a long term view to ensure that our talent is aligned with our global business needs and that it is adaptable to changing alpha sources, technologies, sciences, client needs, and market conditions. Success in this role will drive long-term strategic impact on the firm and our clients. These programs include all undergraduate and graduate full-time and internship programs across our global platform. Based in Boston, this position will report to the Chief Operating Officer, Investments.
Areas of responsibility will include but are not limited to:
- Create the strategy to develop the next generation of investment talent across our investment platform in London, Hong Kong, Singapore, Tokyo and the US;
- Align program participants on both a rotational and permanent basis with experienced investors for the purpose of creating immediate leverage;
- Lead and mentor early tenuredinvestment professionals:
- Enable effective communication between investors locally, regionally and globally;
- Act as a coach (in partnership with experienced investors) for investment specific job responsibilities including idea generation, analytics, integration of science and technology, and the development of well-articulated investment philosophies and processes;
- Provide ongoing, timely feedback, including mid-year and year-end performance and compensation reviews;
- Define the current and future skills needed by program participants:
- Understand the comprehensive needs of the investment teams across the platform, both to ensure the Associate bench is equipped to provide leverage today and to develop the requisite skills to become successful investors upon graduation from the early career Programs;
- Partner with the Talent Acquisition team to ensure the firm is attracting the ideal talent; and
- Partner with the Learning and Development team to ensure that the firm is arming our investors with the skills needed to meet current and future business demands across our fundamental and scientific investment businesses.
The successful candidate will bring a depth of investment content to the role as well as possess a strategic and global mindset. S/he will have a proven passion for attracting, retaining, developing and motivating early career investment talent and fostering a diverse and inclusive team. In addition, s/he must have demonstrable problem-solving skills, a deep understanding of investment processes and the ability to thrive in a highly collaborative team-oriented environment. Further qualifications include:
- 10+ years of relevant professional experience in at least one of the following capacities: 1) presently or formerly a successful investor (Analyst or Portfolio Manager) in a fundamental and/or systematic environment; 2) a manager of investors with a successful track record of hiring, coaching, retaining and developing early career talent; 3) a manager responsible for designing and leading investor development programs; or 4) an investment consultant with experience evaluating and providing feedback to managers;
- Proven experience of attracting, retaining, developing and motivating investment talent and fostering a diverse and inclusive team, oriented towards coaching and delivering feedback;
- Effective interpersonal and communication skills with the ability to articulate and integrate numerous viewpoints and mobilize/influence across all levels of the organization, including senior leaders;
- Ability to navigate stressful situations with poise; focused on being a calming presence, active listener and pragmatic problem solver;
- Superior organizational skills with a results orientation. The ability to manage, prioritize and complete multiple projects simultaneously is necessary; and
- Strong academic credentials; MBA and/or CFA (or equivalent) is preferred.